Add an option for an attempted appointment confirmation. | Voters

Add an option for an attempted appointment confirmation.

Mallory *DO NOT DEACTIVATE PER GIA KATZENMEYER* Ec

Currently, the appointment confirmation statuses only include “Confirmed” and “Pending.” The “Pending” status does not accurately reflect real activity, as it can represent both appointments with no outreach and appointments where multiple contact attempts were made but the customer did not respond.
We are requesting an additional status, such as “Attempted” or “Unable to Reach” to better track confirmation efforts.
This would improve reporting accuracy, allow for better accountability among sales staff, and help management differentiate between lack of effort and lack of customer response.

Shelby Parker

Thanks for sharing this perspective, Mallory *DO NOT DEACTIVATE PER GIA KATZENMEYER* Ec — totally hear you on how “Pending” can blur the line between no outreach and multiple attempts with no response. This is really helpful context for reporting and accountability, and I’m looping it into our review so the team can assess adding an “Attempted” / “Unable to Reach” type status. If we need any additional details on your workflow or reporting goals, I’ll follow up.